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FOCUS
e-Newsletter
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An online publication that highlights trading numbers and key announcements over the past week.
07 Mar 2022
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Week's Top Volume
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Name
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Volume
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Sembcorp Marine
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814,804,400
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Golden Agri-Res
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390,882,032
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Rex Intl
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228,939,400
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RH PetroGas
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219,869,100
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Singtel
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212,916,100
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Week's Top Turnover
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Name
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Turnover
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DBS
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1,350,875,086
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OCBC Bank
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783,171,144
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UOB
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702,146,90
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Singtel
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540,293,086
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Wilmar Intl
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321,722,748
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Week Top Gainer
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Name
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Price
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Change
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SPDR DJIA US$
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341.040
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15.0400
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SPDR S&P500 US$
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437.000
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12.0000
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GLD SG$
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245.600
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4.0800
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GLD US$
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181.300
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2.9400
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Global Testing
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1.340
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0.7350
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Note: Weekly movement as at 04 Mar 2022
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ESR-REIT → Extraordinary General Meeting (EGM)
Please note that the Notice of EGM has been uploaded onto SGXNet on 25 February 2022, highlighting the date and details of the upcoming EGM to be held on 21 March 2022 (Monday), at 10.00 a.m.
In addition, ESR-REIT will also be holding a virtual Information session with the Securities Investors Association Singapore (“SIAS”) for ESR-REIT Unitholders on 10 March 2022 (Thursday) at 7.00 p.m.
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CLICK HERE TO RSVP FOR THE SIAS-ESR-REIT VIRTUAL INFORMATION SESSION
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Your vote counts. Please vote by proxy at the EGM.
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ARA LOGOS Logistics Trust (ALOG) →
Extraordinary General Meeting (EGM) and Scheme Meeting
Please note that a notice has been despatched on 25 February 2022, highlighting the date and details of the upcoming EGM and Scheme Meeting to be held on 21 March 2022 (Monday), at 3:00 pm and 3.30 pm respectively (or as soon thereafter following the conclusion of the EGM, whichever is later). Please vote by submitting Proxy Form A (EGM) and Proxy Form B (Scheme Meeting) by 19 March 2022 (Saturday) at 3:00 pm and 3:30 pm respectively, via email or by post.
In addition, ALOG will also be holding a virtual information session with the Securities Investors Association Singapore (“SIAS”) for ALOG Unitholders on 9 March 2022 (Wednesday) at 7:00 pm.
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CLICK HERE TO RSVP FOR THE SIAS-ALOG VIRTUAL INFORMATION SESSION
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Your vote counts. Please vote by proxy at the EGM and Scheme Meeting.
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COSCO
FY2021 Results For The Financial Year Ended 31 December 2021.
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The Group reported a steady year on year revenue growth of 7% in FY 2021. Logistics activities, which accounted for about 74% of the Group's turnover in FY 2021, recorded a 13% growth in revenue, reaching $146.0 million in FY 2021. Net profit attributable to equity holders rose 261% to $30.1 million, lifted by the gain on disposal of 60% equity interest in shipping subsidiary. Earnings per share increased by 262%, reaching 1.34 cents per share. The Group will continue to pursue steady and sustainable growth through synergistic collaboration among its businesses and continuous optimization of its current diversified portfolio...
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Yanlord
Posts Revenue Up 45.6% To RMB34.833 Billion For FY2021, Cash & Cash Equivalents Increased By 25.3% To RMB21.552 Billion.
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The Group's revenue increased by 45.6% to RMB34.833 billion for FY2021 compared to FY 2020. The Group's profit for the year increased by 10.5% to RMB4.037 billion for FY 2021 compared to FY 2020. Profit attributable to owners of the Company increased by 2.5% to RMB2.656 billion for FY 2021 compared to FY 2020. The Group together with its joint ventures and associates' total property contracted presales from residential and commercial units, and car parks for FY 2021 was RMB59.587 billion on a total GFA of 1,868,568 sqm. As at 31 December 2021, the Group together with its joint ventures and associates reported an accumulated property contrac...
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Rex
Shows Strong EBITDA, Proft After Tax & Cash Position Development For FY2021.
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EBITDA of US$110.18 million in FY2021. Profit after tax of US$78.94 million in FY2021. Result improvement of US$94.15 million comparing FY2021 to FY2020. Strong cash position with cash, cash equivalents, quoted investments totalling US$86.91 million as at 31 December 2021. Brage field, transformative acquisition completed on 31 December 2021 will contribute to the Group's oil and gas production going forward. First dividend of S$0.005 per ordinary share proposed, possibility of additional interim dividend later in 2022. Target of quarterly dividends payment from start of 2023...
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IREIT
Global: Records Robust Performance For FY2021 Results.
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FY2021 distributable income rose by 25.3% year-on-year on the back of acquisitions. Net asset value rose by 14.9% year-on-year to EUR0.54 per Unit, while aggregate leverage improved to 32.1% as at 31 December 2021 from 34.8% a year ago. Weighted average lease expiry also improved to 3.8 years from 3.5 years a year ago as a result of Manager's strong leasing efforts and all tenants continued to pay their rents. Manager to pursue investment and capital recycling opportunities to further diversify IREIT's asset class exposure and strengthen its income streams...
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Elite Commercial REIT
Embarks On First Sustainability Collaboration With The Department For Work And Pensions In The UK.
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Signs agreement for asset enhancement works to boost sustainability and energy efficiency of properties in the REIT's portfolio occupied by DWP, in line with the UK Government's national climate agenda. Agreement marks Elite Commercial REIT's first collaboration with the DWP to ensure commercial premises meet energy efficiency standards. Part of the Manager's proactive strategy to enhance the long-term value of the REIT by ensuring the relevance of its portfolio in an increasingly sustainability-focused environment...
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Yangzijiang
Reports 54% Growth In Earnings To RMB2.1 Billion For 2H2021, FY2021 Earnings Of RMB3.7 Billion Highest Since 2011.
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Group's revenue increased by 55% yoy to RMB10.2 billion for 2H2021 due to higher shipbuilding and shipping activities. Proposes final dividend of S$0.05 per share for FY2021 (FY2020: S$0.045 per share). Group has proposed a spin-off its investment business through a separate listing on SGX Mainboard, shareholders to receive a dividend-in-specie on one-to-one basis following regulatory approvals. Backed by outstanding order book of USD8.5 billion for 157 vessels as at 31 December 2021...
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Week's Top Volume
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Name
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Volume
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SMTRACK
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698,362,100
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DNEX
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455,386,500
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HIBISCS
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416,796,600
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ARMADA
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355,851,500
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SIAB
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330,022,700
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Week's Top Turnover
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Name
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Turnover
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CIMB
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1,148,369,119
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PCHEM
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825,446,228
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MAYBANK
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772,285,124
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KLK
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739,514,904
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PBBANK
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678,387,114
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Week Top Gainer
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Name
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Price
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Change
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KLK
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28.040
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2.5600
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BKAWAN
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26.960
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1.6400
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UTDPLT
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16.060
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1.3800
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PETDAG
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21.260
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1.0400
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PCHEM
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10.040
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0.7500
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Note: Weekly movement as at 04 Mar 2022
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GDEX
Memorandum Of Understanding
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GDEX wishes to announce that there has been no further development on the MOU between GDEX and Tasco since the previous announcements.
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Week's Top Volume
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Name
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Volume
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AQ
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3,505,248,100
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TTB
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2,326,226,100
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UPA
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2,120,122,600
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BANPU
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1,686,726,200
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JUTHA
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1,667,045,600
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Week's Top Turnover
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Name
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Turnover
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PTTEP
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25,738,095,800
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BANPU
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20,152,802,960
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KBANK
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19,609,738,900
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PTT
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19,066,563,425
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AOT
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13,141,166,625
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Week Top Gainer
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Name
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Price
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Change
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JTS
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270.000
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39.0000
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PTTEP-F
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150.500
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19.0000
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PTTEP
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150.500
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18.0000
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SFP
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137.000
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17.0000
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ADVANC-F
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234.000
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13.0000
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Note: Weekly movement as at 04 Mar 2022
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TU
Thai Union and TMBThanachart Bank sign THB 2 billion short-term sustainability-linked loan
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Thai Union Group PCL has signed a THB 2 billion short-term Blue Finance loan agreement with TMBThanachart Bank Public Company Limited, further expanding its position in financing that benefits the world’s oceans.
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TU
Thai Union Opens it 2022 Management Associate Program for future leaders
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Applications are now open for the Thai Union Management Associate Program 2022. This three-year program provides Management Associates with a hands-on learning experience alongside senior executives from key departments including Sales and Marketing, Manufacturing, Digital Technology, and Human Resources. Applicants must have a Bachelor or Master’s degree, 0-3 years of working experience and be fluent in English.
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JWD
JWD boasts sustained new highs for 4 quarters to exceed 2021 target 2022 revenue target set for 6 billion baht Investment prepared for continuous business expansion
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JWD InfoLogistics Public Company Limited (JWD) reinforced its year of growth with sustained new highs for all four quarters to boost the 2021 performance to achieve revenue of more than 5,293.3 million baht or a growth of 35 percent. This is higher than the set target of 5,000 million baht following satisfactory growth of all businesses. For 2022, the overall target is no less than 6,000 million baht as the Company moves forward to open more cold storage and fulfillment storage services, while additional capital is being readied for continuous business expansion.
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TTA
TTA Reveals Full Year 2021 Results Best-ever Net Profits in More Than a Decade
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Thoresen Thai Agencies Public Company Limited or TTA reported revenues of Baht 22,128.1 million, increasing 72%YoY, mainly due to the significant growth in most core businesses especially Shipping. Shipping, Offshore Service, Agrochemical, Food & Beverage, and Investment segments contributed 53%, 16%, 18%, 9%, and 4% to the consolidated revenues, respectively.
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TTA
New Boat Service in Klong Saen Saep Canal
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Governor Aswin Kwanmuang (center) presided over the opening ceremony of public electric passenger boat service in the Saen Saep Canal along with Mr. Chalermchai Mahagitsiri (second from right), President and Chief Executive Officer of Thoresen Thai Agencies Public Company Limited on behalf of Joint Venture TTA Chao Phraya Express Boat.
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DUSIT
DUSIT’s strategy to sustain business through the pandemic results in EBITDA up by 130.9% YoY, and total revenue up by 3.7%
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Dusit Thani Public Company Limited (DUSIT) has announced its 2021 earnings results, including total revenue of THB 3,443 million, up 3.7% year-over-year, and EBITDA of THB 515 million, an increase of THB 292 million YoY ( 130.9%). Net loss was THB 954 million, a 6.5% decrease on 2020 when net loss was THB 1,011 million.
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GPSC
GPSC joins ARUN PLUS to embark on the EV battery business as “NUOVO PLUS”, plan to move forward to regional EV market growth expansion.
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GPSC - ARUN PLUS, PTT subsidiary company join hands to launch “NUOVO PLUS” to embark on the EV vehicle battery markets in Thailand and the region, aiming to achieve the production of the gigawatt-hour lithium-ion battery pack. Driven by strengths in battery technology and EV Value Chain, the two organizations combine forces to introduce the battery business development to the market as well as supporting PTT group to move forward as Thailand’s EV industry leader and exploring battery technology and innovation to support downstream industry.
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WHA
WHAUP Wins THB 600 MillionContract to Sell Premium Clarified Water to "GULF"; Gearing up Towards Sustainable Business Development
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WHA Utilities and Power Public Company Limited (WHAUP) is boosting its Water Reclamation project that provides Premium Clarified Water for industrial use from wastewater treatment systems. It recently signed a contract with Gulf Energy Development Public Company Limited (GULF) to supply 1.3 million cubic meters of Premium Clarified Water (Project 2) per year to Gulf’s Tasit 3 and 4 power plants (Gulf TS3 and Gulf TS4) in the WHA Industrial Estate Eastern Seaboard 1. The 15-year contract has a total value of over THB 600 million.
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ILM
ILM's Q4/2021 net profit made a 9-quarter high Propose dividend of 0.55 Baht per share 2022 performance will continue to grow
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ILM reported the Q4/2021 net profit of 150.9 million baht, the highest in 9 quarters since Q3/2019, significantly recovered after the easing of lockdown measures. 2021 Net profit was 453.2 million baht, increased by 7.6% YoY, with strong sales growth from online, OEM, and overseas franchise. The dividend payment has been set at 0.55 baht per share to propose to the shareholders’ meeting for approval on 22 April 2022.
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TCAP
TCAP with solid financial position keeps on development while weathering the COVID-19 storm
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Mr. Somjate Moosirilert, Chief Executive Officer of Thanachart Capital Public Company Limited (TCAP), said, “Net profit of the Company and its subsidiaries in 2021 amounted to 6,722 million baht. In this connection, net profit attributable to the Company amounted to 5,287 million baht, representing a decrease of 20.72 percent, when compared to the prior year. This was mainly due to the fact that, in the first quarter of 2020, the Company realized a gain from selling its equity stake in Ajinomoto Company (Thailand) Limited, which was a special one-time gain.
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Central Plaza Hotel Public Company Limited (CENTEL)
Centara Hotels & Resorts is a leading Thailand-based hotel chain, which is owned by Central Plaza Hotel Public Company Limited which was founded in 1980. Initially, the company operated under the brand name of Central Hotels & Resorts until rebranding as Centara Hotels & Resorts in 2007. The company is a division of Thailand's largest retail conglomerate, Central Group, which is owned by the Chirathivat family. The Company has received a Royal Warrant of Appointment from His Majesty King Bhumibol Adulyadej, the first hotel company in Thailand to receive this honour.
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Historical Price Data
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Date
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Open
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High
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Low
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Close
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Volume
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Volume(Baht)
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04 Mar 2022
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37.25
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37.25
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36.50
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37.00
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1,501,500
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55,352
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03 Mar 2022
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36.75
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37.50
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36.50
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37.25
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6,086,100
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225,525
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02 Mar 2022
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35.75
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36.75
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35.25
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36.50
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4,914,600
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178,148
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01 Mar 2022
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34.50
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36.50
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34.50
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35.75
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5,666,500
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203,240
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28 Feb 2022
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34.00
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35.00
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33.50
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34.50
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4,604,600
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157,814
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Fundamentals
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EPS (฿) a
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Rolling EPS (฿) e
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NAV (฿) b
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Issued & Paid-up Shares c
4,735,622,000.00 Baht
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PE
32.98
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P/BV
5.49
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Price / NAV b
-
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Par Value (฿)
2.00 Baht
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Dividend Yield (%) d
4.49
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52 Weeks High
51.50
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Cash Value (฿) g
-
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Market Cap (M. Baht)
110,695.16
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Dividend (฿) d
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52 Weeks Low
28.75
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Price / Cash Value g
-
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Stock Categories
Information & Communication Technology
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a
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Based on latest Full Year results announcement, adjusted for the current number of shares.
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b
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Based on latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares.
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c
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Rounded to the nearest thousand. Updated on 04/03/2022.
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d
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Dividend is based on latest Full Year results announcement, adjusted for current number of shares and excludes special dividend.
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e
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Summation of the earnings from the latest 4 Quarter (or 2 Half Year) results announcement, adjusted for the current number of shares.
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f
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Based on rolling EPS
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g
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Based on latest results announcement (Full Year, Half Year or Interim), adjusted for the current number of shares. Cash value does not include bank loans or other borrowings.
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RATCH
- AM
Mar 08, 2022
RATCH Group Pcl.
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Disclaimer:
Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained in this publication, neither the publishers, authors and their employees and agents can be held liable for any errors, inaccuracies and/or omissions, howsoever caused. We shall not be liable for any actions taken based on the views expressed, or information provided within this publication. Information within this publication should not be taken or construed as an offer of, or the giving of, advice to buy or sell securities. The publishers, its associated companies and their officers, directors, employees may own or may have owned or have positions in the securities mentioned or reported in this publication, and may from time to time, add on to or dispose such securities. You should always seek your own professional advice from the appropriate advisor or institution. No part of this publication may be reproduced, stored, transmitted in any form of by any means without the permission of the Publisher.
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